Q. How do I enable Virtual Cards as a payment method for my suppliers?: 000010721

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Who reviews our invoices?

Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.

Does Taulia reject invoices?

No. The approval/rejection of invoices is owned by your customer.

Why did my customer reject my invoice?

An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.

Why is it better to submit invoices through Taulia?

Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.

My invoice is showing "In Process". What does it mean?

It means your customer is reviewing your invoice. Contact your customer if you have questions.

Who creates purchase orders?

Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.

My PO is incorrect. Who do I contact?

POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.

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We highly recommend using Taulia when invited by your customer to simplify your business transactions.

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Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.

How does Taulia work?

Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.

Can I combine different customer accounts?

Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.

Can I delete user accounts?

You can only deactivate previously active user accounts.

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Q. How do I enable Virtual Cards as a payment method for my suppliers?: 000010721

Article Number: 000010721

The Virtual Card Program functionality provided through the Taulia portal is disabled by default. Customers must initiate a Taulia-enabled Virtual Card program through their CSM contact.

Please find below instructions on how to configure suppliers to receive payment through Virtual Cards:

1 - Log onto the Home page of the portal.

2 - Go to the Suppliers menu and select Supplier Center.

3 - Please select the supplier/s that will use Virtual Cards as a payment method and click on the Edit Card Program button.

4 - Select the service provider from the drop-down menu and hit the Save button.

5 - You can see that the supplier has been assigned to the Card Program and that the supplier needs attention to complete the setup. Please click on the supplier name from the list.

6 - Please click on the three dots beside the “Missing Card Delivery Email” warning in the Program table.

7 - Buyer enters the supplier’s requested Card Delivery Email address and click on the Save button.

8 - Now all approved invoices that reach maturity will now be paid via card and updated accordingly in the ERP after card issuance.